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Our Team

Investment Management
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Neal is a Financial Advisor, fly-fisherman, and avid guitar player.

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Neal French

Financial Advisor

Jenny has loved dinosaurs since she was a little girl and even had a “dinosaur chic” themed wedding.

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Jennifer M. Grady-Murray

Associate Business Manager

Mike is a CIMA® and committed community volunteer.

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J. Michael Grenon, CIMA®

Principal, Vice President

Kevin is the company’s President and enjoys unwinding by the fireplace with family and friends.

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Kevin T. Grimes, CFA, CFP®

President, Chief Investment Officer

Molly has been to over 20 national parks.

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Molly F. Grimes, CFP®

Financial Advisor

Tom is a CFP® and dedicated golfer.

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Thomas A. Grimes, CFP®

Principal, Vice President

Tim is the firm's founder and avid seaglass collector.

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Timothy J. Grimes

Founder

Todd is a CFP®, a competitor and problem solver.

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Todd A. Herman, CFP®

Financial Advisor

Adam is a CFA, CFP® and constantly humbled golfer.

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Adam R. Jacobs, CFA, CFP®

Vice President

Outside of the office, Ben enjoys golfing and skiing with friends and family.

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Benjamin Jette

Research Analyst, Trader

Karrie loves animals and owns a farm with horses, turkeys, and chickens.

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Karrie A. Johnston

Client Service Associate

Samantha enjoys seeing Broadway shows with her two daughters.

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Samantha C. Kallio

Client Service Manager

Maria loves attending concerts and has been doing so since a young age.

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Maria Karantzoulidis

Client Service Associate

Michael enjoys the outdoors, travelling, and spending time with his wife, children, and grandchildren.

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Michael R. Keefe, CISSP

IT Manager

Karen is a CFP® and has climbed Mt. Kilimanjaro twice.

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Karen Kelly, CFP®

Financial Advisor

Patty is a CPA and loves to travel with family and friends.

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Patty Lavoie, CPA

Financial Advisor

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Our process: Part art. Part science. All about you.

  1. 01.
    Share Info
  3. 02.
    Develop Plan
  5. 03.
    Build Portfolio
  7. 04.
    Actively Manage
  9. 05.
    Review & Revise
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Latest News & Insights

04.17.24  |  Investment Management

2024 Outlook Theme #1: Not So Fast, Forward Rate Cuts

04.17.24  |  Investment Management

2024 Outlook Theme #2: It is Worth Holding Bonds for the Duration

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